New Client Acquisition Associate (Remote Opportunity)

Wealth Enhancement Group; United States; Remote; USD 80,000 - 90,000; Full time

Job summary

A leading wealth management firm is seeking a New Client Acquisition Associate to identify potential clients for financial advisors. This remote role requires strong sales skills, a Bachelor's degree, and experience in financial services. Competitive salary range offered along with comprehensive benefits like medical coverage, 401k, and paid time off, aiming for work/life harmony.

Benefits

Medical, dental, and vision coverage

401k with match and profit sharing

18 days paid time off (PTO)

Training and professional development

Short-term and long-term disability insurance

Life and AD&D insurance

Qualifications

• Bachelor's Degree or equivalent experience in business, finance or related field.
• Experience in Financial Services with outbound sales; proven sales results.
• Strong phone presence and communication skills.

Responsibilities

• Develop and qualify leads for financial advisors.
• Screen prospective clients, set appointments, and manage CRM data in Salesforce.
• Communicate company brand and service offerings.

Skills

Relationship building

Communication

Sales

Education

Bachelor's Degree in business, finance, economics

Tools

Salesforce

Microsoft Office Suite

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for a New Client Acquisition Associate that will play a key role in identifying potential clients for our financial advisors. This ideal candidate is an energetic and driven relationship builder with a passion for sales. This position offers a base salary plus variable compensation based on an appointment set. This role can be performed remotely from any location in the United States.

This role will consist of work hours from 10:00 AM Central Time / 8:00 AM to 5PM Pacific with flexibility to work one Saturday shift a month. (This Saturday shift is from 9AM -12 PM or 12PM -3PM; this shift is eligible for pay differential.)

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $90,000.00, exclusive of bonuses and benefits.

Primary Job Functions:

Initiate the Advisor Opportunity Sales Pipeline

• Produce sales results by developing and qualifying leads
• Screen prospective clients and set appointments for financial advisors
• Create a high volume of outbound dials and email activity

Communicate company value proposition

• Partner with Marketing to communicate company brand and messaging
• Understands current marketing channels and event campaigns
• Enthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values

Utilize Salesforce customer relationship management

• Use Salesforce high velocity sales applications to prioritize work queues
• Accurately and efficiently record data entry of interactions with prospects
• Input new client Opportunities for advisors, ensuring proper data and reporting
• Utilize advisor rotation software to ensure accurate prospect assignment

Build and maintain financial industry knowledge

• Comply with the securities industry rules and regulations
• Maintain awareness of current market trends and education
• Expand financial industry knowledge and experience

Education/Qualifications:

• Bachelor's Degree (or equivalent experience) in business; finance, economics or related
• Experience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals
• Series 7 and 66 (or 63 & 65) preferred
• Ability to work as a team member; positive solution-focused attitude
• Strong phone presence and communication skills
• Knowledge of financial planning and advisory practices
• Proficient with Microsoft Office Suite or related software.
• Familiarity with Salesforce and Support Org functionality
• Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who for are classified as this level is $58,300.00 to $81,000.00. However, the base salary range bolded above is what we expect to pay for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.